Secretary Training October 1, 2014 PRESENTED BY DDSD BUSINESS - - PowerPoint PPT Presentation

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Secretary Training October 1, 2014 PRESENTED BY DDSD BUSINESS - - PowerPoint PPT Presentation

Sep 24, 2022 183 likes •270 views

Secretary Training October 1, 2014 PRESENTED BY DDSD BUSINESS OFFICE Todays Overview Future Meetings Google Docs Staff Web Portal Access Running School Budget Reports Account Code Structure Special Revenue Funds Closing: Next steps

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Secretary Training October 1, 2014

PRESENTED BY DDSD BUSINESS OFFICE

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Today’s Overview

Future Meetings Google Doc’s Staff Web Portal Access Running School Budget Reports Account Code Structure Special Revenue Funds Closing: Next steps Feedback

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Future Meetings

Training Goals Training Calendar (Google Doc) One on One Trainings (Google Doc)

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Google Doc’s

Login to District Email Creating Documents

  • Create
  • Upload

Accessing Google Doc’s

  • My Drive
  • Shared With Me

Sharing Documents Navigation

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Staff Web Portal Access

What is the portal?

  • The web portal is where staff can access their electronic pay check stubs, W2s, and leave balances.

Secretaries and Admin have additional access for workflow.

Accessing the Web portal

  • All regular staff have been setup in the web portal, and can access it using their State ID.

What is my State ID?

  • Licensed employee’s State ID numbers can be found on their Smart Find Express absence reporting card.

We wanted a uniform login between the systems to reduce the confusion of multiple logins for users.

  • Classified employees’ will be receiving a similar card with their Name, State ID number, the web portal

URL and a place to write in their password.

  • Administrators have been notified and are aware of their State ID’s already, because they use it to

approve purchase requests.

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Running School Budget Reports

Login to the web portal here https://visions.nwtoolbox.org/daviddouglas/Default.aspx Overview

  • Getting to the reports
  • Entering date parameters
  • Selecting detail levels
  • Reading the Reports
  • (PO’s) Purchase Orders: Purchase orders are how we get approval to obtain supplies and services.
  • Transactions: A transaction is an item that we have ordered, received, and paid an invoice to a vendor or a payment to an

employee through payroll.

  • Encumbrances: An encumbrance is a open Purchase order or Payroll waiting to be processed.
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Account Code Structure

Fund: Determines source of funds and any restrictions REQUIRED Function: Describes program typeREQUIRED Object: Describes the type of expenditureREQUIRED Center: Describes the school or facility REQUIRED Area: Further describes program specificallyREQUIRED Sub Area: Describes specific district program District Determines Project: Identifies special grants, budget or projects District Determines

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Next Steps/Questions?

Next Steps

  • One On One Trainings Signup
  • Future Trainings

Feedback

  • Survey (Survey Monkey)

Questions ?